Samantha Sarna

Sam is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management, and client service. Prior to joining Beacon Pointe, Sam graduated from Arizona State University with a degree in psychology and a minor in sociology. In her free time, she enjoys working out, trying new restaurants, and connecting with friends and family.